$Micron Technology(MU)$ Bank o

$Micron Technology(MU)$ Bank of America is raising its hyperscaler capital expenditure spending forecast. They estimate 55% to 60% of that goes to AI servers and GPUs, which should benefit names like $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Dell Technologies Inc.(DELL)$ , $Celestica(CLS)$ , and MU. From where I stand, it feels like the party isn't over yet—the music is still playing.

Broadcom Gains 4.8% on Record $30B Apple Chip Deal — Will AI Orders Accelerate?

Broadcom (AVGO) rose 4.83% to $389 after Apple signed a record $30 billion chip supply deal, locking in a long-term relationship. Amid calls that "this selloff is the perfect chance to buy Nvidia and Broadcom," AVGO became a core beneficiary of the semiconductor rebound. Even after June's 15% pullback on AI capex fears, the Apple mega-deal sharply improves visibility into Broadcom's AI and custom-chip pipeline. With the largest chip order in history now secured, is the AI order story just starting to accelerate — or is the good news already priced in?

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They estimate 55% to 60% of that goes to AI servers and GPUs, which should benefit names like $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Dell Technologies Inc.(DELL)$ , $Celestica(CLS)$ , and MU. 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